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NextEra Energy

1,208 hedge funds and large institutions have $46.8B invested in NextEra Energy in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 487 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $43.3B → $46.8B (+$3.5B)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more funds holding

Funds holding: 1,1831,208 (+25)

1.33% more ownership

Funds ownership: 310.37%311.7% (+1.3%)

10% less call options, than puts

Call options by funds: $159M | Put options by funds: $177M

15% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 487

Holders
1,208
Holders Change
+25
Holders Change %
+2.11%
% of All Funds
30.06%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
100
Increased
413
Reduced
487
Closed
60
Calls
$159M
Puts
$177M
Net Calls
-$17.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.86B +$4.62B +146,990,396 +3,384%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.19B -$296M -9,427,268 -7%
State Street
3
State Street
Massachusetts
$3.17B -$22.7M -721,236 -0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.56B +$21M +669,100 +0.8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.75B +$434M +13,808,740 +34%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.42B -$430K -13,684 -0%
Bank of America
7
Bank of America
North Carolina
$1.27B +$69.1M +2,199,232 +6%
Wells Fargo
8
Wells Fargo
California
$1.15B +$35.7M +1,136,048 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$986M +$3.79M +120,540 +0.4%
Goldman Sachs
10
Goldman Sachs
New York
$937M +$610M +19,389,160 +198%
Deutsche Bank
11
Deutsche Bank
Germany
$920M -$21M -668,684 -2%
Northern Trust
12
Northern Trust
Illinois
$851M +$18.9M +602,084 +2%
Franklin Resources
13
Franklin Resources
California
$837M -$690K -21,940 -0.1%
Norges Bank
14
Norges Bank
Norway
$786M +$55.3M +1,757,580 +8%
Morgan Stanley
15
Morgan Stanley
New York
$710M +$14.4M +458,788 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$587M +$42.3M +1,346,248 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$536M -$3.84M -122,096 -0.7%
UBS Group
18
UBS Group
Switzerland
$531M -$41.6M -1,323,156 -7%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$396M -$38.2M -1,214,828 -9%
AllianceBernstein
20
AllianceBernstein
Tennessee
$394M +$39.1M +1,243,612 +11%
TCIM
21
TIAA CREF Investment Management
New York
$373M +$9.72M +309,228 +3%
Ameriprise
22
Ameriprise
Minnesota
$365M -$2.62M -83,292 -0.7%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$360M -$24.6M -780,972 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$343M -$91.2M -2,899,200 -21%
Legal & General Group
25
Legal & General Group
United Kingdom
$341M +$19M +604,000 +6%

NEE Hedge Fund Activity: Q1 2017 in Review

1,208 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2017, worth a combined $46.8B — up 8.1% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new NEE positions and 60 closed out — a net gain of 40 holders — while 413 added to existing stakes and 487 trimmed.

The largest buyer was BlackRock, adding an estimated $4.62B. The largest seller was Vanguard Group, cutting an estimated $296M.

  • 1,208 institutional investors held NextEra Energy (NEE) as of Q1 2017, up from 1,183 in Q4 2016.
  • Funds reported $46.8B of NextEra Energy stock for Q1 2017, up 8.1% quarter-over-quarter.
  • 100 funds opened new NextEra Energy positions in Q1 2017 and 60 closed out, a net change of +40 holders.
  • The largest NextEra Energy buyer in Q1 2017 was BlackRock, an estimated $4.62B added.
  • The largest NextEra Energy seller in Q1 2017 was Vanguard Group, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.